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Ishares 0-3 Month Treasury Bd Etf shares owned by WS Portfolio Advisory

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by WS Portfolio Advisory from 13F filings

Historical chart of WS Portfolio Advisory investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by WS Portfolio Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by WS Portfolio Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 4.0k 100.70
2025-03-31 $400k 4.0k 100.67

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Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for WS Portfolio Advisory

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
Morgan Stanley
LPL Financial
Raymond James Financial
Confluence Investment Management
GM Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Atlantic Trust

View all funds holding Ishares 0-3 Month Treasury Bd Etf